Who Owns FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF (FDIS)?Hedge Fund & Institutional Holders

$94.65-0.44 (-0.46%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5100012700067002e+208T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$75.33$83.27$91.20$99.14$107.08Sep 24Jun 25Mar 26

FDIS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AE Wealth Management LLCNew Position+967K+$98.7M
AGF MANAGEMENT LTDNew Position+303K+$30.0M
Bellwether Advisors, LLCNew Position+200K+$20.4M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+156K+$15.0M
Fischer Financial Services, Inc.New Position+137K+$14.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+121K+$12.0M
Independence Financial Advisors, LLCNew Position+62K+$6.3M
Keystone Global Partners, LLCNew Position+57K+$5.8M
ATLAS CAPITAL ADVISORS INC.New Position+57K+$5.8M
Sanctuary Advisors, LLCNew Position+61K+$5.5M
Yoder Wealth Management, Inc.New Position+52K+$5.3M
SFI Advisors, LLCNew Position+48K+$4.9M
GRIMES & Co WEALTH MANAGEMENT, LLCNew Position+43K+$4.4M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+49K+$4.0M
Maltin Wealth Management, Inc.New Position+35K+$3.6M

FDIS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-76K-$95.4B
Richard Bernstein Advisors LLCDecreased-8K-$50.5B
Maxele Advisors, LLCDecreased-189K-$17.8B
LPL Financial LLCDecreased-3K-$14.0B
OSAIC HOLDINGS, INC.Decreased-31K-$11.3B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-28K-$9.3B
HighTower Advisors, LLCDecreased-11K-$8.4B
Fisher Asset Management, LLCDecreased-1K-$7.1B
STIFEL FINANCIAL CORPDecreased-975-$6.3B
Mariner, LLCDecreased-14K-$5.3B
Lifeworks Advisors, LLCDecreased-4K-$2.4B
KESTRA PRIVATE WEALTH SERVICES, LLCDecreased-389-$2.4B
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-134-$2.1B
Orion Porfolio Solutions, LLCDecreased-1K-$1.8B
Pathway Financial Advisers, LLCDecreased-13-$1.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Lido Advisors, LLC1,469,511$151.0M0.45%Share
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,245,527$127.0M0.02%Share
3BANK OF AMERICA CORP /DE/658,309$67.0M0.00%Share
4Richard Bernstein Advisors LLC484,039$49.5M1.45%Share
5AE Wealth Management LLC350,257$35.8M0.21%Share
6ASSETMARK, INC212,089$21.7M0.04%Share
7Bellwether Advisors, LLC199,922$20.4M3.26%Share
8BANK OF AMERICA CORP /DE/184,843$18.0M0.00%Share
9AE Wealth Management LLC169,113$17.3M0.10%Share
10AGF MANAGEMENT LTD151,344$15.0M0.07%Share
11COMMONWEALTH EQUITY SERVICES, LLC156,287$15.0M0.02%Share
12AGF MANAGEMENT LTD151,313$15.0M0.07%Share
13Fischer Financial Services, Inc.137,143$14.0M3.71%Share
14LPL Financial LLC133,440$13.0M0.00%Share
15ENVESTNET ASSET MANAGEMENT INC120,723$12.0M0.00%Share
16MORGAN STANLEY119,492$12.0M0.00%Share
17Kestra Advisory Services, LLC82,193$8.0M0.03%Share
18MORGAN STANLEY79,373$8.0M0.00%Share
19AE Wealth Management LLC77,227$7.9M0.05%Share
20AE Wealth Management LLC76,890$7.9M0.05%Share
21OSAIC HOLDINGS, INC.72,214$7.0M0.01%Share
22HighTower Advisors, LLC71,152$7.0M0.01%Share
23Independence Financial Advisors, LLC61,839$6.3M1.74%Share
24Fisher Asset Management, LLC67,420$6.0M0.00%Share
25Keystone Global Partners, LLC57,269$5.8M2.57%Share
26ATLAS CAPITAL ADVISORS INC.56,639$5.8M0.64%Share
27Yoder Wealth Management, Inc.51,882$5.3M2.41%Share
28FMR LLC53,323$5.0M0.00%Share
29KCM INVESTMENT ADVISORS LLC50,632$5.0M0.16%Share
30TWO SIGMA INVESTMENTS, LP57,900$5.0M0.01%Share
31STIFEL FINANCIAL CORP54,676$5.0M0.00%Share
32Cetera Investment Advisers55,187$5.0M0.01%Share
33SFI Advisors, LLC47,947$4.9M3.14%Share
34AE Wealth Management LLC45,053$4.6M0.03%Share
35GRIMES & Co WEALTH MANAGEMENT, LLC42,882$4.4M0.10%Share
36Steward Partners Investment Advisory, LLC42,322$4.0M0.02%Share
37Maltin Wealth Management, Inc.34,946$3.6M1.42%Share
38PENOBSCOT WEALTH MANAGEMENT34,489$3.5M1.09%Share
39CX Institutional34,068$3.5M0.10%Share
40AE Wealth Management LLC32,428$3.3M0.02%Share
41SCHMIDT P J INVESTMENT MANAGEMENT INC31,475$3.2M0.52%Share
42Mariner, LLC38,131$3.0M0.00%Share
43CITIGROUP INC35,476$3.0M0.00%Share
44Cambridge Investment Research Advisors, Inc.32,846$3.0M0.01%Share
45AE Wealth Management LLC28,986$3.0M0.02%Share
46Smith Salley Wealth Management24,201$2.5M0.12%Share
47Maxele Advisors, LLC23,902$2.4M1.98%Share
48KESTRA PRIVATE WEALTH SERVICES, LLC22,627$2.3M0.03%Share
49UBS Group AG22,488$2.3M0.00%Share
50Mach-1 Financial Group, LLC21,590$2.2M0.45%Share

FDIS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025245$864.5M+107
Q3 2025138$633.1B-70
Q2 2025208$623.6B-21
Q1 2025229$845.0B+33
Q4 2024196$47.1T+55
Q3 2024141$473.7T+2
Q2 2024139$220.5T+6
Q1 2024133$224.9T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold FDIS (FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF). The largest holder is Lido Advisors, LLC with $151.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own FDIS?

As of Q4 2025, 50 institutional investors report holding FDIS (FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF) in their 13F filings.

Who is the largest institutional holder of FDIS?

The largest institutional holder of FDIS is Lido Advisors, LLC with $151.0M in shares.

Is institutional ownership of FDIS increasing or decreasing?

This quarter, 15 institutions opened new positions in FDIS and 0 closed their positions.